Sundaram Services Fund Direct Growth

Scheme code: INF903JA1FA2 NAV value: ₹ 35.2786 NAV date: 18 March, 2026 TER: 0.66%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-23.92	91.21	18.45	23.18	13.63
3 year	13.64	37.36	22.65	23.39	18.78
5 year	15.87	31.95	23.41	24.00	15.46
7 year	17.64	21.67	21.01	20.81	13.55

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	23.18
3 year	6.28	30.95	15.04	23.39
5 year	8.38	26.02	14.22	24
7 year	10.18	15.62	12.93	20.81
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	23.18
3 year	6.56	19.64	13.57	23.39
5 year	9.22	12.29	10.75	24

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	23.18
3 year	7.68	21.49	15.06	23.39
5 year	10.37	13.5	11.93	24

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	23.18
3 year	8.04	32.03	17.81	23.39
5 year	8.18	28.64	15.34	24
7 year	10.64	16.42	13.77	20.81
10 year	12.56	14.06	13.31

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,14,232 - Absolute Returns: ₹1,14,232 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹49,70,296 - Absolute Returns: ₹13,70,296 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,04,57,448 - Absolute Returns: ₹44,57,448 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,76,30,003 - Absolute Returns: ₹92,30,003 - CAGR: %

Drawdown Metrics

Max Drawdown

-39.62 %

Drawdown Duration

1 months

Recovery Time

9 months

Avg Drawdown

-4.64 %

Calmar Ratio by Duration

1 Y

0.585

3 Y

0.5903

5 Y

0.6057

7 Y

0.5252

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	3.56	0.99	99.8	95.2	7.59 %	4.00 %
3 years	6.36	0.92	94.5	85.2	17.24 %	11.28 %
5 years	6.89	0.92	93.7	84.6	16.10 %	9.44 %
7 years	7.36	0.88	90.4	82.2	17.59 %	10.74 %
10 years	5.50	0.85	87.2	78.0	13.10 %	7.79 %
12 years	4.34	0.85	87.2	78.0	10.80 %	6.45 %
15 years	3.22	0.85	87.2	78.0	8.55 %	5.13 %